Everence Capital Management’s Pool Corp POOL Stock Holding History

Everence Capital Management’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$294K	Sell	1,816 -201	-10%	-$38K	0.02%	613
2026 Q2	$433K	Buy	+2,017	New	+$402K	0.02%	470
2026 Q1	–	Sell	-1,061	Closed	-$243K	–	867
2025 Q4	$243K	Hold	1,061	–	–	0.01%	681
2025 Q3	$329K	Sell	1,061 -309	-23%	-$96.8K	0.02%	564
2025 Q2	$399K	Sell	1,370 -320	-19%	-$96.8K	0.03%	451
2025 Q1	$538K	Buy	1,690 +740	+78%	+$251K	0.04%	351
2024 Q4	$324K	Buy	+950	New	+$346K	0.02%	544
2023 Q1	–	Sell	-1,190	Closed	-$360K	–	783
2022 Q4	$360K	Hold	1,190	–	–	0.03%	474
2022 Q3	$379K	Hold	1,190	–	–	0.04%	430
2022 Q2	$418K	Hold	1,190	–	–	0.04%	400
2022 Q1	$503K	Hold	1,190	–	–	0.04%	393
2021 Q4	$674K	Hold	1,190	–	–	0.05%	313
2021 Q3	$517K	Hold	1,190	–	–	0.04%	385
2021 Q2	$546K	Hold	1,190	–	–	0.04%	367
2021 Q1	$411K	Hold	1,190	–	–	0.04%	434
2020 Q4	$443K	Buy	+1,190	New	+$415K	0.04%	374

Other funds holding POOL

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Waters Parkerson & Co New Orleans, Louisiana $2.08B AUM 19.51% 1-Year Est. Return

Everence Capital Management's POOL Position: Q3 2026 in Review

Everence Capital Management reduced its Pool Corp (POOL) stake by 10% in Q3 2026, selling an estimated $38K and leaving 1,816 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #613.

Everence Capital Management first reported a position in POOL in Q4 2020 and has held it in 16 quarters since. The position peaked at $674K in Q4 2021. 247 funds tracked by Wall St. Rank hold POOL as of Q3 2026.

Everence Capital Management held 1,816 shares of Pool Corp worth $294K as of Q3 2026.
Everence Capital Management sold 201 Pool Corp shares in Q3 2026, an estimated $38K.
Pool Corp made up 0.02% of Everence Capital Management's portfolio in Q3 2026, its #613 holding.
Everence Capital Management first reported a position in Pool Corp in Q4 2020 and has held it in 16 quarters since.
Everence Capital Management's Pool Corp position peaked at $674K in Q4 2021.
247 funds tracked by Wall St. Rank held Pool Corp as of Q3 2026.

Based on Everence Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.